6 Jobs in SAINT LOUIS, MO
Accounting Career Consultants is Hiring an Advisor (Tax CPA) Near Saint Louis, MO
Why is This a Great Opportunity?
If you are a CPA with tax planning and strategy experience looking for a positive change, this could be a tremendous opportunity for you. Join a top performing Wealth Management team as an Advisor to provide top tier consultative services to a well established clientele. No previous wealth management experience required, just a strong tax planning background and CPA with a desire to serve at a very high level.
Job Description
Work with Partnership group and Senior Advisors to learn, understand and advise on all aspects of the team business as it pertains to family and business wealth management planning. Participate in meetings from initial prospect to client action plan implementation and review. Build and develop lasting relationships with the firms clients to act as their trusted advisor on issues ranging from investment strategies, retirement planning, tax planning and strategies, education savings, estate planning and more. Additionally, be able to round out the teams expertise by bringing your CPA and experience in Tax to be a trusted expert there.
Qualifications
Bachelors in Accounting, Finance or equivalent
CPA with tax experience preferred
4-5 years working as a client service advisor in some capacity
Excellent team player comfortable working in a client facing role
#ACCPRI
Job Summary
Full Time
$74k-92k (estimate)
03/04/2024
07/14/2024
careeradvancers.com
Saint Louis, MO
100 - 200
Related Companies
The job skills required for Advisor (Tax CPA) include Client Service, etc. Having related job skills and expertise will give you an advantage when applying to be an Advisor (Tax CPA). That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Advisor (Tax CPA). Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Advisor (Tax CPA) positions, which can be used as a reference in future career path planning. As an Advisor (Tax CPA), it can be promoted into senior positions as a Career Services Director that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Advisor (Tax CPA). You can explore the career advancement for an Advisor (Tax CPA) below and select your interested title to get hiring information.
If you are interested in becoming an Advisor, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become an Advisor for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Advisor job description and responsibilities
Academic advisors advise students about their education, such as by suggesting which classes to take or which career to pursue.
01/19/2022: Dayton, OH
Advisors give students their parents advice to help them make decisions in course and major selection, requirements for selected area of concentration, and post-college plans.
04/09/2022: South Bend, IN
Advisor provides educational advices or guidance to students in setting academic goals, course planning and career development.
02/16/2022: Shreveport, LA
An Advisor assists a client/student plan their academic goals.
02/28/2022: Terre Haute, IN
Determining the level of higher education preferred or required by a student.
03/09/2022: Lake Charles, LA
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Advisor jobs
The low cost, easy entry nature of Advisors makes them a good choice for many consumers.
03/08/2022: Ann Arbor, MI
An advisor must complete a lengthy education requirement, pass a stringent test and demonstrate work experience.
02/01/2022: Juneau, AK
Advisors may need to register with state regulators or the Securities and Exchange Commission.
03/15/2022: Riverside, CA
Nearly all academic advisor positions prefer some related work experience.
02/24/2022: Eugene, OR
Step 3: View the best colleges and universities for Advisor.
Similar Jobs
Popular Articles
